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Tax-Exempt Organizations

Cline Williams’ highly skilled and innovative lawyers assist a variety of tax-exempt and non-profit organizations, including hospitals and other health care organizations, colleges, universities and other educational organizations, scientific organizations, and various charitable organizations and supporting organizations.  The services we provide in this area include:

  • Formation of non-profit corporations and trusts
  • Obtaining tax-exempt status determinations from the Internal Revenue Service
  • Representation of tax-exempt organizations before the Internal Revenue Service and state taxing agencies
  • Tax planning, including compliance with Internal Revenue Code and state law requirements and restrictions involving income tax, unrelated business income tax, intermediate sanctions, sales and use taxes, excise taxes and property taxes
  • Ruling requests from the Internal Revenue Service and state taxing agencies
  • Mergers and dissolutions of tax-exempt organizations
  • Compensation planning for executives of tax-exempt organizations
  • Tax compliance involving preparation of Forms 990, 990-PF, 990-T
  • Formation and compliance planning for private foundations (company and family) and private operating foundations
  • Planned charitable giving through charitable remainder trusts, charitable lead trusts, charitable gift annuities, charitable conservation easements
  • Tax planning and compliance for supporting organizations, donor-advised funds, and community foundations

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